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Microsoft Business Solutions for CRM – Microsoft Dynamics NAV
Excelling One Customer at a Time

Each time one of your people interacts with a customer, your business has an opportunity to deliver value. Microsoft Dynamics NAV Customer Relationship Management (CRM) helps you get the most out of your customer relationships with complete up-to-date information. To succeed in the long term, you need to equip sales and service professionals with the best tools available, satisfy customers consistently, and have the ability to understand and drive sales and service performance. From Microsoft CRM to all the rich capabilities of the other Microsoft Business Solutions offerings, Microsoft can provide the customer relationship management solution that is best for your business.

Automation of business tasks can go a long way towards streamlining sales and customer service processes, shortening sales cycles, and maintaining consistent quality and productivity on your sales and service teams. CRM synchronizes with Microsoft Outlook® and integrates with other business applications. Its fully integrated Sales and Customer Service modules enable employees to share information, improve sales success and deliver consistent, efficient customer service. With these modules, it is designed to help you streamline all facets of customer relations from sales contracts to inventory management. In addition, you can manage information from non-customer contacts such as suppliers, vendors, partners, competitors, etc.

Features & Functionalities:

  • Automated Incident management 
  • Campaign Management 
  • Contact Classification 
  • Contact Management 
  • Contact Search 
  • Document Management & Interaction 
  • E-Mail Logging for Microsoft Exchange 
  • Interaction Log 
  • Lead Management 
  • Opportunity Management 
  • Outlook Client Integration 
  • Task Management Key Capabilities 
  • Ability to Provide Quick Answers and Efficient Service 
  • Gives Complete View of Customer History 
  • Knowledge-base and Reporting Tools for Accurate Forecasting and Measurement of Business Activity and Sales People Performance  
  • Organizing and Accessing Customer Information Is Easy and Less Time Consuming

Navision Marketing & Sales (PDF)

Navision CRM Service (PDF)